IFP Advisors
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IFP Advisors’s Constellation Energy CEG Stock Holding History

IFP Advisors’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.64M Buy
14,314
+2,243
+19% +$600K 0.06% 340
2026
Q2 		$3M Buy
12,071
+2,512
+26% +$707K 0.05% 378
2026
Q1 		$2.67M Buy
9,559
+1,597
+20% +$485K 0.06% 367
2025
Q4 		$2.81M Buy
7,962
+1,652
+26% +$600K 0.06% 336
2025
Q3 		$2.08M Buy
6,310
+2,617
+71% +$845K 0.05% 375
2025
Q2 		$1.26M Sell
3,693
-671
-15% -$178K 0.04% 506
2025
Q1 		$880K Buy
4,364
+1,961
+82% +$526K 0.03% 591
2024
Q4 		$537K Sell
2,403
-32
-1% -$7.98K 0.02% 707
2024
Q3 		$633K Sell
2,435
-1,364
-36% -$271K 0.02% 608
2024
Q2 		$761K Buy
3,799
+1,078
+40% +$220K 0.03% 516
2024
Q1 		$503K Buy
2,721
+307
+13% +$43.6K 0.02% 607
2023
Q4 		$282K Buy
2,414
+93
+4% +$10.9K 0.01% 798
2023
Q3 		$253K Sell
2,321
-3,209
-58% -$331K 0.01% 859
2023
Q2 		$506K Buy
5,530
+80
+1% +$6.63K 0.02% 649
2023
Q1 		$229K Sell
5,450
-2,486
-31% -$201K 0.01% 894
2022
Q4 		$341K Buy
7,936
+896
+13% +$80.6K 0.01% 1076
2022
Q3 		$306K Buy
7,040
+1,215
+21% +$89.6K 0.01% 1185
2022
Q2 		$252K Hold
5,825
– – 0.01% 1167
2022
Q1 		$252K Buy
+5,825
New +$284K 0.01% 1167

Other funds holding CEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

IFP Advisors's CEG Position: Q3 2026 in Review

IFP Advisors increased its Constellation Energy (CEG) stake by 19% in Q3 2026, buying an estimated $600K and bringing the position to 14,314 shares worth $3.64M. The position accounts for 0.06% of the portfolio, ranked #340.

IFP Advisors first reported a position in CEG in Q1 2022 and has held it in 19 quarters since. 1,078 funds tracked by Wall St. Rank hold CEG as of Q3 2026.

  • IFP Advisors held 14,314 shares of Constellation Energy worth $3.64M as of Q3 2026.
  • IFP Advisors bought 2,243 Constellation Energy shares in Q3 2026, an estimated $600K.
  • Constellation Energy made up 0.06% of IFP Advisors's portfolio in Q3 2026, its #340 holding.
  • IFP Advisors first reported a position in Constellation Energy in Q1 2022 and has held it in 19 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Constellation Energy as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.